AlphaCentric Advisors’s Principal Financial Group PFG Stock Holding History

AlphaCentric Advisors’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$168K	Buy	1,556 +94	+6%	+$9.54K	0.14%	181
2026 Q1	$132K	Buy	+1,462	New	+$134K	0.13%	192
2023 Q4	–	Sell	-1,308	Closed	-$94.3K	–	272
2023 Q3	$94.3K	Sell	1,308 -140	-10%	-$10.9K	0.05%	203
2023 Q2	$110K	Sell	1,448 -70	-5%	-$5.05K	0.06%	199
2023 Q1	$113K	Sell	1,518 -76	-5%	-$6.45K	0.08%	176
2022 Q4	$134K	Sell	1,594 -315	-17%	-$27K	0.13%	139
2022 Q3	$138K	Buy	+1,909	New	+$137K	0.14%	136
2021 Q4	$86K	Buy	+1,189	New	+$83K	0.03%	168
2021 Q2	–	Sell	-6,283	Closed	-$377K	–	235
2021 Q1	$377K	Sell	6,283 -71	-1%	-$3.96K	0.13%	61
2020 Q4	$315K	Sell	6,354 -501	-7%	-$22.9K	0.13%	40
2020 Q3	$276K	Sell	6,855 -453	-6%	-$19.3K	0.13%	31
2020 Q2	$304K	Buy	+7,308	New	+$267K	0.17%	26

Other funds holding PFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AlphaCentric Advisors's PFG Position: Q2 2026 in Review

AlphaCentric Advisors increased its Principal Financial Group (PFG) stake by 6.4% in Q2 2026, buying an estimated $9.54K and bringing the position to 1,556 shares worth $168K. The position accounts for 0.14% of the portfolio, ranked #181.

AlphaCentric Advisors first reported a position in PFG in Q2 2020 and has held it in 12 quarters since. The position peaked at $377K in Q1 2021. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

AlphaCentric Advisors held 1,556 shares of Principal Financial Group worth $168K as of Q2 2026.
AlphaCentric Advisors bought 94 Principal Financial Group shares in Q2 2026, an estimated $9.54K.
Principal Financial Group made up 0.14% of AlphaCentric Advisors's portfolio in Q2 2026, its #181 holding.
AlphaCentric Advisors first reported a position in Principal Financial Group in Q2 2020 and has held it in 12 quarters since.
AlphaCentric Advisors's Principal Financial Group position peaked at $377K in Q1 2021.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on AlphaCentric Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.